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AFDIX vs VTSMX
AFDIX vs VTSMX Comparison
Open Charts AFDIX vs VTSMX
American Century Large Cap Equity I
Price$53.92
Change+$0.45 (+0.84%)
VolumeN/A
Net Assets4.14B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
AFDIX vs VTSMX Comparison Chart
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AFDIX vs. VTSMX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFDIX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. AFDIX (4.14B). VTSMX pays higher dividends than AFDIX: VTSMX (1.26) vs AFDIX (0.78). AFDIX was incepted earlier than VTSMX: AFDIX (19 years) vs VTSMX (33 years). AFDIX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). AFDIX has a lower initial minimum investment than VTSMX: AFDIX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. AFDIX (14.48). VTSMX return over 5 years is better than : 76.07 vs. AFDIX (64.56).
| AFDIX | VTSMX | AFDIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 1.851 | 2.241 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.14B | 1.78T | 0% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 14.48 | 25.24 | 57% |
| Returns for 3 years | 19.39 | 28.94 | 67% |
| Returns for 5 years | 64.56 | 76.07 | 85% |
| Returns for 10 years | 165.07 | 194.99 | 85% |
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